![Patrick Regan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Patrick Regan
Head-Equity Investments presso
Cresset Asset Management LLC
Profilo
Mr. Patrick R.
Regan, CFA MBA, is a Managing Director & Deputy Chief Investment Officer at Cresset Asset Management LLC.
He advises the team to apply broad financial perspectives and experiences learned from internal research and due diligence work to recommend opportune managers and strategies — one client family at a time.
Mr. Regan was previously employed as a Chief Investment Officer by Meristem Family Wealth LLC, a Director of Manager Research by E*TRADE Group, Inc. (Old), and a Senior Research Analyst by Dain Rauscher, Inc.
He earned a master’s degree in finance from the University of Minnesota, Carlson School of Management and a bachelor’s degree, cum laude, in economics from St. John’s University.
He is a CFA charterholder.
Posizioni attive di Patrick Regan
| Società | Posizione | Inizio |
|---|---|---|
Cresset Asset Management LLC
 Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation. | Head-Equity Investments | 01/01/2022 |
Precedenti posizioni note di Patrick Regan
| Società | Posizione | Fine |
|---|---|---|
Meristem Family Wealth LLC
 Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth offers broadly diversified investment solutions customized to reflect unique client circumstances. They take a disciplined approach to investment management, with particular attention to risk management, diversified asset allocation, manager selection, tax consequences and fee considerations. When making investment recommendations, the firm takes into account a client’s total financial picture, including assets already owned, assets not managed by Meristem, needs for liquidity, goals and risk tolerance. | Direttore degli Investimenti | 25/05/2022 |
E*TRADE Group, Inc. (Old)
 E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services Information Retrieval Services | Corporate Officer/Principal | 31/12/2001 |
Dain Rauscher, Inc.
 Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 31/12/1999 |
Formazione di Patrick Regan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
29
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth offers broadly diversified investment solutions customized to reflect unique client circumstances. They take a disciplined approach to investment management, with particular attention to risk management, diversified asset allocation, manager selection, tax consequences and fee considerations. When making investment recommendations, the firm takes into account a client’s total financial picture, including assets already owned, assets not managed by Meristem, needs for liquidity, goals and risk tolerance. | Finance |
St. John's University
 St. John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E*TRADE Group, Inc. (Old)
E*TRADE Group, Inc. (Old) Internet Software/ServicesTechnology Services Information Retrieval Services | Technology Services |
Dain Rauscher, Inc.
Dain Rauscher, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
The Curtis L. Carlson School of Management
 The Curtis L. Carlson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cresset Asset Management LLC
Cresset Asset Management LLC Investment ManagersFinance Cresset invests in active and passive solutions and public and private vehicles. The firm optimizes asset allocation decisions based on the client’s goals, not simply market benchmarks. They form an investment committee, which includes senior management and investment managers, to analyze investments on their clients' behalf. Their investment strategies and advice may vary depending on each client's specific financial situation. | Finance |
